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Current Employers
Haire Wealth Management, Inc.

103 Court Street, Tupelo, MS 38804 • United States

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2026-04-28
  • MS RA
    APPROVED
    Since 2026-04-28

Branch Locations

103 Court Street, Tupelo, MS 38804 • United States

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2013-03-06
MS RA APPROVED 2006-04-20
  • TX RA
    APPROVED_RES
    Since 2013-03-06
  • MS RA
    APPROVED
    Since 2006-04-20

Branch Locations

103 Court Street, Tupelo, MS 38804 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Tupelo MS 11/2004 Present
Haire Wealth Management, Inc. Tupelo MS 03/2026 Present
Other Businesses

1) 2004-10-20 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - HAIRE WEALTH MANAGEMENT / - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2004-10-20 - hrs/mth - hrs/mth during trading 2) 2009-10-19 - - Non-Variable Insurance - Y - at reported business location(s) - 2004-09-13 - hrs/mth - hrs/mth during trading 3) 2018-06-08 - C & S Wealth Management - Real Estate Rental - N - The address is above. I have a long term lease with a Hospice/ Home Health company. Please let me know if you have any other questions. - 2018-05-31 - 1hrs/mth - 0hrs/mth during trading 4) 2019-06-06 - C&S Wealth Management, LLC - Real Estate Rental - Y - This is a commercial rental property located at 120 West Main Tupelo MS - 2019-04-11 - 1hrs/mth - 0hrs/mth during trading 5) 2019-06-06 - C & S Wealth Management, LLC - Real Estate Rental - Y - 2633 Traceland Drive Tupelo, MS - 2019-04-11 - 3hrs/mth - 0hrs/mth during trading 6) 2019-09-04 - Mark Wall and Assocoiates - Non-Variable Insurance - Y - at reported business location(s) - 2019-08-12 - 2hrs/mth - 1hrs/mth during trading 7) 2026-05-05 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - (Hybrid) Haire Wealth Management, Inc - Registered Investment Advisor Hybrid - Y - at reported business location(s) - 2026-04-28 - 180hrs/mth - 140hrs/mth during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-04-19
S63 Uniform Securities Agent State Law Examination 2000-04-19
  • S65 Uniform Investment Adviser Law Examination
    2006-04-19
  • S63 Uniform Securities Agent State Law Examination
    2000-04-19
Designations

View on SEC IAPD

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